How to Use Claude Cowork to Build a Personal Finance Dashboard

​You track your spending in spreadsheets. Your bank app shows you last month's totals. But what if you could build a custom dashboard that actually shows you where your money is going — and where it's headed?

​In this hands-on workshop, Community Expert Jessica Ly will walk you through how she used Claude Cowork to build a personal finance dashboard from scratch — no coding experience required. You'll see how to go from a blank screen to a working dashboard that analyzes your current spending and projects your future financial picture.

​In this session, you'll learn how to:

• ​Get started with Claude Cowork (even if you've never opened it before)

• ​Give Claude the right prompts to build something useful, not just a toy project

• ​Create a personal finance dashboard that compares where you are vs. where you want to be

• ​Customize your dashboard to track what actually matters to you

​Walk away with:

• ​Your own personal finance dashboard (or the blueprint to finish it that night)

• ​A repeatable process for building practical tools with Claude Cowork

• ​Confidence to take on your next build — whether it's a tracker, a planner, or something bigger

​Perfect for: Women who want to move beyond chatting with AI and start building with it. No coding or finance background needed — just curiosity and a laptop.

​About Jessica

​Jessica Ly is a Sr. Growth & Business Operations Specialist at AppFolio and an AI Snack Club Community Expert specializing in Claude Cowork and vibe coding. She's built everything from personal finance dashboards to full websites (like sassystarwars.com) using AI tools — and she's on a mission to make the building process informative, educational, and fun.

​About AI Snack Club

​AI Snack Club is a paid membership community for professional women learning practical AI skills. Through hands-on workshops, weekly newsletters, and events across major cities, we make AI accessible — no tech background required. Join us and start building.